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Navigator – Checking the Engine Oil, Water and Tokens

Strategy Report ·David Roche ·19 Jul 2026

Navigator: Checking the Engine Oil, Water and Tokens This week we check the levels in the engine room: oil, water and tokens. Oil, The Global crude oil supply deficit has jumped to 15mn bpd. At this rate of depletion oil inventories get tight in September and even the U…

#Brent Oil#Grain Stocks#Crude Oil Supply#ME Oil Flush#Grain#ME Oil Supply#OECD Oil Inventory Draw Down.US Oil Inventory Draw Down#Sea of Above#Ukraine Maritime War#Ukraine Deep.Strike#Global Food Price Inflation#Grain shipments#AI China Versus US#Grains#Grain Prices#Coarse Grains (Corn#Black Sea Read More
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Archive Report ·David Roche ·14 Feb 2022

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Trade.#Grains#US Department of Agriculture#Crop Harvests#Grain Stocks#Agriculture#Wheat#Food Prices#Sanctions#Russia#Ukraine#Strategy Archive#Climate Change#Commodities Read More
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